Plan Snapshot
- Plan Sponsor: Altern Marketing, LLC
- Sponsor EIN: 275077031
- Sponsor Address: 23251 MULHOLLAND DRIVE, WOODLAND HILLS, CA, 91364
- Plan Type: 401(k)
- Total Participants: 1,611
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,611 | $40.9M | $2.7M | $6.4M |
| 2023 | 1,349 | $29.3M | $2.0M | $5.3M |
| 2022 | 1,008 | $20.1M | $1.7M | $3.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $130,940 | — | $130,940 |
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $53,960 | — | $53,960 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,900
- Estimated Expense Ratio: 0.452% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $184,900 | $53,960 | — | — | — |
| 2023 | $157,673 | $44,264 | — | — | — |
| 2022 | $141,692 | — | — | — | — |